Adobe acrobat mail merge from excel

A powerful combination!

Adobe Acrobat and Microsoft Excel can be used together to perform a mail merge, which allows you to combine data from an Excel spreadsheet with a PDF template to create customized documents. Here's a step-by-step guide to help you achieve this:

Prerequisites:

1. Adobe Acrobat DC or Acrobat Reader DC (free version) installed on your computer.
2. Microsoft Excel 2010 or later version installed on your computer.
3. A PDF template created using Adobe Acrobat or a PDF file with a mergeable layout.

Step 1: Prepare your Excel data

1. Open your Excel spreadsheet and prepare the data you want to use for the mail merge. Make sure the data is organized in a table format with headers in the first row.
2. Select the entire data range (including headers) and go to "Data" > "From Text" to convert the data into a table format.

Step 2: Create a PDF template

1. Open Adobe Acrobat and create a new PDF document or use an existing one as a template.
2. Design the PDF template with placeholders for the data you want to merge. You can use the "Text" tool to add text fields, and the "Insert" > "Form" > "Text Field" option to create form fields.
3. Save the PDF template with a unique name.

Step 3: Prepare the data for mail merge

1. In Excel, select the entire data range (including headers) and go to "Data" > "From Text" to convert the data into a table format.
2. Go to "Data" > "Get & Transform Data" > "From Table" to create a table from the data.
3. In the "From Table" dialog box, select the table range and click "OK".
4. In the "Power Query Editor", click "Load" to load the data into a query.

Step 4: Perform the mail merge

1. In Adobe Acrobat, open the PDF template you created earlier.
2. Go to "Tools" > "Prepare Form" > "Mail Merge" to launch the mail merge wizard.
3. In the "Mail Merge" dialog box, select the Excel file you prepared earlier and click "Next".
4. Choose the data range you want to merge and click "Next".
5. Select the PDF template and click "Next".
6. Choose the merge options (e.g., overwrite existing files, append to existing files) and click "Finish".

Step 5: Review and save the merged documents

1. Adobe Acrobat will create a new PDF document for each record in your Excel data, merging the data with the PDF template.
2. Review the merged documents to ensure they are accurate and complete.
3. Save the merged documents to a desired location.

Tips and Variations:

• You can use Adobe Acrobat's "Batch Processing" feature to automate the mail merge process for multiple files.
• You can also use Adobe Acrobat's "JavaScript" feature to create custom merge logic and automate the process.
• If you have a large dataset, consider using Adobe Acrobat's "Batch Processing" feature or a third-party tool to speed up the mail merge process.

By following these steps, you can use Adobe Acrobat and Microsoft Excel to perform a mail merge and create customized documents with ease.